Before founding Pearl, Melissa worked in financial planning and investments for more than twenty years. As a CFP® professional, she specializes in working with busy families managing careers and success. Pearl Planning fulfilled her dream to build a client-focused, personalized wealth management firm.

Don't expect it to be easy. To reach goals, you have to prioritize and be disciplined. That's why we are named Pearl. It starts as that tiny irritation inside the oyster's shell. I'm not here to bug you, but I am going to hold you accountable for what you say you want to achieve. Beneath the sea, that grain of sand transforms into something beautiful.